Inman Jager Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Inman Jager Wealth Management’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$402K	Hold	4,871	–	–	0.24%	65
2025 Q4	$403K	Hold	4,871	–	–	0.25%	68
2025 Q3	$404K	Hold	4,871	–	–	0.26%	65
2025 Q2	$404K	Hold	4,871	–	–	0.27%	63
2025 Q1	$403K	Buy	4,871 +306	+7%	+$25.2K	0.3%	63
2024 Q4	$374K	Buy	+4,565	New	+$375K	0.29%	66

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Inman Jager Wealth Management's SHY Position: Q1 2026 in Review

Inman Jager Wealth Management held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 4,871 shares worth $402K. The position accounts for 0.24% of the portfolio, ranked #65.

Inman Jager Wealth Management first reported a position in SHY in Q4 2024 and has held it in 6 quarters since. The position peaked at $404K in Q3 2025. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Inman Jager Wealth Management held 4,871 shares of iShares 1-3 Year Treasury Bond ETF worth $402K as of Q1 2026.
Inman Jager Wealth Management left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.24% of Inman Jager Wealth Management's portfolio in Q1 2026, its #65 holding.
Inman Jager Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Inman Jager Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $404K in Q3 2025.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Inman Jager Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.